AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$855K
3
+$850K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$764K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$680K

Top Sells

1
+$720K
2
+$556K
3
+$304K
4
WELL icon
Welltower
WELL
+$286K
5
L icon
Loews
L
+$249K

Sector Composition

1 Technology 14.46%
2 Healthcare 12.08%
3 Financials 10.21%
4 Industrials 8.94%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$44.4K 0.01%
2,000
+1,800
452
$44.2K 0.01%
2,843
-1,899
453
$43.9K 0.01%
586
454
$43.7K 0.01%
800
+300
455
$43.4K 0.01%
2,010
456
$43.4K 0.01%
1,480
457
$43.4K 0.01%
1,219
458
$43.3K 0.01%
320
459
$43.3K 0.01%
57
+20
460
$43.1K 0.01%
2,471
-108
461
$43.1K 0.01%
265
+15
462
$42.3K 0.01%
2,700
463
$42.1K 0.01%
380
464
$41.8K 0.01%
966
-11
465
$41.7K 0.01%
175
466
$41.5K 0.01%
248
467
$41.2K 0.01%
1,121
468
$41.2K 0.01%
672
469
$40.5K 0.01%
343
470
$40.3K 0.01%
2,050
471
$40K 0.01%
3,289
472
$39.1K 0.01%
722
473
$39.1K 0.01%
353
+7
474
$39K 0.01%
1,200
475
$38.9K 0.01%
380
17 18
19
20 21